Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- About
DoubleLine ETF Trust (DMX)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: DMX (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 3.07% | Avg. Invested days 67 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 48.03 - 50.43 | Updated Date 06/28/2025 |
52 Weeks Range 48.03 - 50.43 | Updated Date 06/28/2025 |
Upturn AI SWOT
DoubleLine ETF Trust
ETF Overview
Overview
DoubleLine ETF Trust offers various fixed income ETFs managed by DoubleLine Capital. These ETFs primarily invest in bonds and aim to provide income while managing risk.
Reputation and Reliability
DoubleLine Capital is known for its expertise in fixed income investing, led by Jeffrey Gundlach. They have a strong reputation for active bond management.
Management Expertise
The management team, led by Jeffrey Gundlach, has extensive experience and a proven track record in fixed income markets.
Investment Objective
Goal
The primary goal of DoubleLine ETF Trust is to generate income and manage risk through investments in fixed income securities.
Investment Approach and Strategy
Strategy: DoubleLine ETFs typically employ active management strategies to outperform their respective benchmarks within the fixed income market.
Composition The ETFs hold various fixed income assets, including government bonds, corporate bonds, mortgage-backed securities, and other debt instruments.
Market Position
Market Share: Varies significantly depending on the specific ETF within the DoubleLine ETF Trust.
Total Net Assets (AUM): Varies significantly depending on the specific ETF within the DoubleLine ETF Trust.
Competitors
Key Competitors
- AGG
- BND
- LQD
- HYG
- IEF
Competitive Landscape
The fixed income ETF market is highly competitive. DoubleLine's ETFs benefit from DoubleLine's reputation, but face competition from established broad market ETFs with lower expense ratios. A key advantage for DoubleLine is their active management, but a potential disadvantage is higher fees compared to passive competitors.
Financial Performance
Historical Performance: Historical performance varies depending on the specific ETF within the DoubleLine ETF Trust and market conditions.
Benchmark Comparison: Benchmark comparisons depend on the specific ETF within the DoubleLine ETF Trust and its designated benchmark index.
Expense Ratio: Expense ratios vary depending on the specific ETF, generally ranging from 0.36% to 0.75%.
Liquidity
Average Trading Volume
Average trading volume depends on the specific ETF, and more popular ETFs generally have higher trading volumes.
Bid-Ask Spread
Bid-ask spread depends on the specific ETF; more liquid ETFs typically have tighter bid-ask spreads.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and credit spreads significantly impact DoubleLine ETF Trust's performance.
Growth Trajectory
Growth is tied to demand for fixed income investments and DoubleLine's ability to generate alpha through active management. Changes to strategy and holdings are actively managed based on market conditions.
Moat and Competitive Advantages
Competitive Edge
DoubleLine ETF Trust benefits from DoubleLine Capital's strong reputation in fixed income management and Jeffrey Gundlach's expertise. The ETFs offer active management strategies, which aim to outperform passive benchmarks. DoubleLine's focused expertise in fixed income differentiates them from broader asset managers. This targeted approach allows for potentially higher returns compared to passively managed funds. However, this also comes with potentially higher risks and fees.
Risk Analysis
Volatility
Volatility depends on the specific ETF, with bond funds generally having lower volatility than equity funds.
Market Risk
Market risk includes interest rate risk, credit risk, and liquidity risk associated with the underlying fixed income securities.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking income and diversification through fixed income investments, potentially preferring active management to passive indexing.
Market Risk
Suitability depends on the specific ETF within the trust; some may be suitable for long-term investors seeking income, while others with higher risk profiles may be more suitable for active traders.
Summary
DoubleLine ETF Trust provides actively managed fixed income ETFs, offering income and diversification. DoubleLine's strong reputation and expertise in fixed income management are key advantages. The funds cater to investors seeking potential outperformance through active strategies, albeit with higher expense ratios. Performance is subject to interest rate fluctuations and credit risk, influencing overall returns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- DoubleLine Funds Website
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About DoubleLine ETF Trust
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal circumstances, the fund invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in income-producing instruments. Income-producing instruments include but are not limited to bonds, debt securities and other fixed income and income-producing instruments of any kind issued or guaranteed by governmental or non-governmental entities.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.